Chris is a fully qualified Financial Planning Consultant and has worked in both employed and self-employed roles within the industry for more than 15 years.
The majority of this time has been spent delivering trusted, face-to-face financial planning. However, he has also provided his services on a consultancy level reviewing investment, pension and protection advice, working with some of the UK’s largest Companies.
Having valuable experience on both sides of that particular fence, Chris understands only too well the importance of getting to properly know your customer. He believes strongly in trust and transparency, building lasting relationships and will talk to you in a language you understand.
His passion is to leave you with a real sense of adding value to your finances, be that from protecting yourself, your business or loved ones; buying your first or fifth property or even investing for your future through an ISA or pension. Chris will aim to understand where you are now, and where you want to be in time, implementing tailored and affordable solutions that will help realise your financial ambitions.
To relax and unwind, Chris enjoys spending time with his lovely partner and four beautiful children. He loves to travel having lived in Australia and the Netherlands and is also a keen sports fan.
Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments
Mortgage placement and arranging for:
First time buyers
Deals researched and arranged to suit:
Fixed rate deals
Variable and flexible
Capped and or collared
Home contents insurance
Whole of life and Term Assurance protection
Private medical arrangements
Critical illness insurance
Permanent Health Insurance, aka Income Protection